Timothy Waswick is a financial advisor with Primerica Advisors in Allen, TX, holding Series 63 and Series 65 licenses with 14 years of industry experience. Prior to his advisory career, he spent several years working in construction and related services and owns multiple small businesses outside the financial sector. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm operates at scale with thousands of advisors and offices, utilizing model-driven strategies managed by unaffiliated asset managers and supported by an overlay manager and custodial services.

Ropal Anderson is a financial advisor with Primerica Advisors in Allen, TX, holding Series 63 and Series 65 licenses and having two years of industry experience. He has been affiliated with Primerica Advisors and Primerica Financial Services since 2023 and is also the owner of Lapor Tax Services LP, a non-investment related business. Additionally, he has a long tenure with AT&T Inc. since 2000. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and a limited number of discretionary separately managed account options primarily for individual and high-net-worth clients. The firm employs third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors while utilizing a tiered wrap fee structure.

Stacy Tuma is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and six years of industry experience. Her prior roles include positions at MassMutual and Primerica Financial Services. Outside of finance, she owns ClkCourse with Stacy, a non-investment related business. Primerica Advisors serves primarily individual investors and offers a wrap-fee asset management program that incorporates model-delivery strategies managed by unaffiliated asset managers. The firm operates at scale with nearly 3,700 advisors and manages approximately $15.5 billion in assets under management.

Jason Bardin is a financial advisor with Primerica Advisors in Allen, TX, holding Series 65 and Series 63 licenses and bringing 19 years of industry experience. He has worked at Primerica Advisors since 2007 and at Primerica Financial Services since 2006. Prior to this, he spent five years with Keller Williams Realty Lake Cities. Bardin also engages in sales of loan products and home security referrals through affiliated Primerica companies. Primerica Advisors is the sponsor and discretionary portfolio manager of a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-based investment strategies supported by third-party managers and custodians, and operates on a large scale with thousands of advisors and billions in assets under management.

James Nordby is a financial advisor at Primerica Advisors with seven years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Fisher Investments and Strategic Wealth Designers. Outside of finance, he is involved with Tammy Trylko Interiors LLC, operating under the name The Fandyman. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, as well as corporate and charitable clients. The firm operates on a large scale and delivers advisory services primarily through model-driven strategies managed by unaffiliated asset managers.

Julian Correa Estrada is a Series 66 licensed financial advisor with Primerica Advisors, based in Allen, TX, and has three years of industry experience. His prior work includes roles at Merrill, Bank of America, and Wells Fargo Bank. Outside of financial services, he has freelanced in fragrance sales at Macy’s department store and worked with Coworx Staffing. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm relies on model-driven strategies managed by unaffiliated asset managers and provides services through a large network of financial advisors across multiple offices.

Eddy Villaseca is a financial advisor at Primerica Advisors in Allen, TX, holding Series 65 and Series 63 licenses with two years of industry experience. His prior work includes roles at PFS Investments Inc. and Primerica Financial Services, as well as experience outside finance at Gensler. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors alongside corporate and charitable clients, utilizing model-delivery strategies and discretionary separately managed accounts.

Eric Bush is a financial advisor with Primerica Advisors in Allen, TX, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Primerica Advisors since 2003 and with Primerica Financial Services since 2002. In addition to advisory work, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, managing approximately $15.5 billion in assets across nearly 3,700 financial advisors. The firm utilizes model-driven investment strategies overseen by third-party managers and emphasizes advisory services for individual investors rather than institutional portfolios.